David Scott Shapiro

Johnson Brunetti

27 Years of Experience

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Firm Information

Johnson Brunetti

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

26 advisors

Number of Clients

5,476 clients

Average Client Portfolio

$385K average

Assets Under Management

$2.1B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.60%
$250K - $1.0M	1.50%
$1.0M - $2.0M	1.20%
$2.0M - $3.0M	1.00%
$3.0M - $5.0M	0.80%
$5M+	0.80%

Amounts over $5 million are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $5,000

Asset management fees are based on a percentage of assets under management. Financial planning fees range from $1,000 to $5,000, and consulting fees range from $1,000 to $10,000. Fees are negotiable based on various factors. The American Funds fee is different because the investment in their advisory shares is limited to one fund family. The annual rate for assets in advisory shares of the American Funds is currently 0.5%.

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Areas of Practice

Retirement PlanningEstate Planning

Advisor Information

Office location

100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109

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Regulatory History (1)

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